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Recent Reviews
4 years ago
Philip Zappala, of Saracens Financial Consultants has been our financial adviser since the year 2000. We have found Phil and his staff to be very friendly, welcoming and professional. Saracens has been able to exceed the benchmark every year since we have been with them.
P & J Wollongbar

Licences

  • AFSL: 244521
  • ABN 66010700928

Products

  • Superannuation—wrap, RSA, master trust, SMSF & industry fund
  • Investment planning—wrap, master trust & direct
  • Managed funds including Platinum, Magellan, Perpetual, Schroder, Pengana Arnhem & Hyperion
  • Annuities
  • Providers include BT, Colonial FS, IOOF, One Path, Macquarie, MLC & Zurich
  • Deposits, inflation bonds & bonds

Services

  • Self-managed superannuation administration
  • Superannuation & investment advice
  • Aged care solutions—accommodation bonds
  • Brokerage service available for direct share purchases
  • Life, TPD & income protection insurance

Specialities

  • Superannuation advice
  • Redundancy advice
  • Retirement planning
  • Financial planning
  • Small business advice
  • Investment planning
  • Share market portfolio construction
  • Estate planning
  • Wealth management
  • Debt management—household budgeting & saving
  • Wealth protection

About Saracens Financial Consultants